Bridge Generations Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Bridge Generations Wealth Management LLC
- $159 Billion
- Q1 2025
A detailed history of Bridge Generations Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 327 shares of SCHA stock, worth $7,465. This represents 0.0% of its overall portfolio holdings.
Number of Shares
327
Previous 163
100.61%
Holding current value
$7,465
Previous $4.21 Million
81.86%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,265Shares Held
273MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.06 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$578 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$314 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$240 Million2.07% of portfolio
-
Horizon Financial Services, LLC5.91MShares$135 Million5.83% of portfolio